Manjot “Manny” Grewal

Manny is our firm’s client liaison and helps to support the wealth management team in servicing our clients.  Manny is professional and personable and strives to ensure that client needs and expectations are met. Her dedication and attention to our clients makes her an important member of our team.

Manny is dedicated to her personal growth and hopes to one day transition into wealth management. She will be working towards obtaining her Series 65 license in the near future.